See the complete open book
Unify invoices, balances, aging, disputes, promises, interactions, payments, and ownership from ERP, billing, and CRM systems.
For CFOs, controllers, receivables leaders, credit, collections, and finance teams
Accounts Receivable
Control every receivable from open invoice through collection, cash application, and reconciliation.
Round Infinity brings invoices, balances, aging, customer activity, disputes, promises, payments, cash application, and reconciliation into one receivables operation with live ownership and cash visibility.
Accounts receivableCredit and collectionsFinance shared services
Who gets the value
CFOs with reliable cash visibility
AR teams focused on exceptions
Customers with clearer account status
Department impact
What accounts receivable gains.
The connected operation helps finance protect working capital, improve customer account visibility, and close the ledger with less manual coordination.
Convert receivables into cash faster
Prioritize the right accounts, automate routine outreach, resolve payment friction, and escalate risk before it becomes overdue debt.
Reduce reconciliation effort
Match receipts, apply cash, clear invoices, resolve short or unidentified payments, and retain close-ready evidence.
One connected operating flow
The receivables flow, from open invoice to collected and reconciled cash.
Each step shows the departmental work, what Round Infinity automates, and the platform capabilities carrying context, controls, and ownership across the process.
1
Assemble the Receivables Book
Bring together invoices, balances, due dates, customer contacts, payment terms, disputes, promises, and prior outreach from ERP and CRM.
ERP and CRM integration · Customer 360
2
Segment Risk and Choose Treatment
Prioritize by value, aging, behavior, risk, dispute status, customer tier, and the channel and timing most likely to work.
Decision rules · Risk signals · Analytics
3
Run Personalized Outreach
AI coordinates voice, WhatsApp, SMS, and email sequences with the correct balance, invoice context, language, and next action.
Voice AI · Messaging · Campaign orchestration
4
Collect, Promise, or Route an Exception
Send secure payment links, capture promise-to-pay dates, answer routine questions, and route deductions or disputes with full context.
Payments · Promise tracking · Case management
5
Reconcile and Update Cash Position
Match full or partial payments, clear invoices, update customer and finance systems, stop outreach, and expose live collection performance.
Cash application · Notifications · Dashboards
Platform capabilities working across the complete flow
ERP and CRM connectivity
Voice and digital outreach
Customer and invoice 360
Secure payment links
Dispute case workflows
Collections and cash dashboards
Purpose-built AI agents
Agents coordinate the complete receivables operation, not only payment reminders.
Each agent works inside configured credit policy, communication rules, permissions, approval limits, payment controls, and human-review requirements.
Receivables Ledger Agent
Synchronizes invoices, balances, due dates, credits, payments, disputes, contacts, and ownership from finance systems.
Prioritization Agent
Scores the open book and selects treatment, timing, channel, escalation, and owner for each account.
Collections Agent
Runs personalized voice and digital outreach, answers routine questions, and delivers secure payment options.
Dispute and Promise Agent
Records commitments, tracks due dates, and routes deductions or disputes with invoice, order, delivery, and interaction evidence.
Cash Application Agent
Matches receipts to invoices, applies full or partial cash, clears balances, and routes unidentified payments.
Receivables Control Agent
Monitors aging, risk, promises, disputes, collector activity, cash conversion, reconciliation, and close evidence.
See accounts receivable running from open invoice to reconciled cash.
We will map your receivables sources, aging logic, customer segments, collection rules, disputes, payments, cash application, reconciliation, and reporting.
Book a focused walkthrough